BRTNX Mutual Fund

NAV$80.40

Returns Overview

1 Month
-1.43%
3 Months
+2.38%
6 Months
-2.02%
YTD
-1.08%
1 Year
+10.68%
3 Years
+16.99%
5 Years
+10.36%
10 Years
+13.43%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BRTNX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.08%
Peer Avg (YTD)
+9.18%
vs Peers
-10.26%

BRTNX Mutual Fund Performance

BRTNX performance across multiple time periods: 1-month -1.43%, YTD -1.08%, 1-year 10.68%, 3-year 16.99%, 5-year 10.36%, 10-year 13.43%.

BRTNX returns trail the peer average of 9.18% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

BRTNX performance comparison shows side-by-side returns with another fund. BRTNX alternatives are available in the Mutual Fund Screener.